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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,852 | $144,130-44.6% | $117,860-32.2% | $147,585-45.9% |
| Participation rate | 58.8% | 83.4%-24.6pp | 79.7%-20.8pp | 82.8%-24.0pp |
| Annual return | 17.14% | 531.20%-514.1pp | 335.10%-318.0pp | 578.58%-561.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,315 | $5,316+37.6% | $4,482+63.2% | $5,439+34.5% |
| Admin fee / account holder | $9,674 | $10,887-11.1% | $8,021+20.6% | $10,886-11.1% |